Estate And Wealth Planning
Brenton M. Ripley, Attorney at Law | AIF

New or Existing Estate plans

Is It Time for an Estate Plan Checkup?

You Should Have a Current Estate Plan.

And you should be sure that your plan works with all your assets.

Watch This 82 Second Video to See How I Can Help You.

Can You Answer “Yes!” to These 8 Questions?

  1. Do you have a will or trust in place that has been professionally reviewed within the last three years?

  2. If you were suddenly incapacitated, is the right person legally authorized to direct your medical treatment?

  3. Are your wishes clear enough to avoid legal disputes?

  4. Are you sure your estate plan will minimize your family’s potential tax liability?

  5. Are you sure you have the right people (with alternates) in positions of authority as trustees, executors, powers of attorney & guardians?

  6. Are you sure your IRA or 401k has your beneficiaries properly named?

  7. If you have a trust, does it own all your assets (is the trust properly funded?)

  8. Does your estate plan protect your children’s inheritance if your surving spouse remarries?

IF YOU CAN’T ANSWER A CONFIDENT ‘YES!’ TO ALL OF THESE QUESTIONS, schedule a free estate plan check-up today

 

I’m Brent Ripley.

I’ve been an estate planning attorney for nearly 25 years. I make the process simple and effective. It’s the only area of law I practice, so I am up-to-date on the most recent laws and techniques. I focus on you, your money and your well-being.

 
“Estate planning is an important and everlasting gift you can give to your family. And setting up a smooth inheritance isn’t as hard as you might think
”
— Suze Orman

What is a Free Estate Plan Checkup?

It’s a free 30 to 60 minute meeting where we discuss your situation and answer all the questions you have about your existing estate planning documents or which documents you may need. You will leave the meeting with a deep understanding of where you are and what - if anything - you need to do.

What should you bring to the checkup?

  1. If you can, take 10 minutes and click here to complete your free asset map. We can also do this together in our meeting.

  2. If you can find it, bring your existing will or trust, however old it might be. Don’t worry if you can’t find it.

  3. If you don’t have an estate plan yet, no worries! We’ll discuss the best way forward for you.

  4. Be prepared to discuss your children and other heirs - names, birthdates and any special considerations.

  5. If you can find them, bring copies of financial statements for existing investment and retirement accounts.

  6. Bring all your questions and concerns.

THREE SIMPLE STEPS TO PEACE OF MIND

  1. Schedule a Free Estate Plan Checkup. We Will…

    • Map out your current holdings.

    • DISCUSS YOUR SITUATION AND and answer your questions in a low-key, comfortable setting.

    • review estate planning solutions tailored to YOUR FAMILY SITUATION.

  2. If Needed, We Will Discuss Necessary Changes.

    • GET A BINDING flat-fee QUOTE (no hourly billing) with no committment or obligation;

    • NO CHARGE UNTIL YOU ACCEPT THE QUOTE AND DECIDE TO MOVE FORWARD WITH PLANNING.

  3. Later, We Will Meet to Review and Sign the Documents.

    • together, we review the documents and make final edits.

    • AFTER YOU SIGN, YOU HAVE ONE YEAR TO MAKE ANY CHANGES FREE OF CHARGE. nO RUSH, NO BUYER’S REMORSE.

That’s it !

call 801-377-9787 to schedule, Or go ahead and schedule your Free Estate Plan Checkup on my calendar here:

What’s Holding You Back ?

In my 25 years of experience, these are the most common barriers to effective estate planning that I’ve seen:

  1. you think it’s too expensive:

    • MYTH: Lawyers are expensive and building an estate plan costs a lot of money.

    • FACT: I work hard to keep simple estate plans inexpensive and easy. Complex estates will cost more, but in every case I will tell you exactly what it will cost before you ever hire me. I never bill by the hour. Also, doing the work now is much cheaper than waiting until after you’ve died.

  2. you think you don’t have the time:

    • MYTH: Estate planning is a time-consuming exercise that you just don’t have time for now.

    • FACT: I do all the work. Except for a couple of meetings and conversations with me, all you do is sign.

  3. you think you can do it yourself with an online form:

    • MYTH: Online forms are cheap and effective.

    • FACT: An online form won’t give you any guidance and almost never results in a plan that actually works. Besides, let’s be honest: online forms have been around for decades now. If you were going to use one, wouldn’t you have done it already?

  4. you think It’s too complicated:

    • MYTH: It’s just too hard.

    • FACT: Give me a free 15 to 30 minutes phone call and I’ll show you how easy it really is to get your estate plan organized and have that peace of mind you deserve. I’ve had 25 years experience learning how to make it simple.

Two easy ways to schedule your peace of mind, estate planning appointment:

  • Call or text 801-377-9787.

  • Click this button for easy access to available times: